InvestNext

This video will walk you through getting started in the InvestNext portal.

Getting Started Training Video

Welcome to InvestNext! Our team has compiled this checklist covering each component of the platform.

Getting Started: Navigating the InvestNext Platform

ADMIN USERS: How to change your username/email, manage your email notifications, and more

Admin Profile Settings

The following steps will describe how to add a credit/debit card to your account for billing purposes.

How to Add/Update a Billing Method to Your Account

Integrate your email with InvestNext to send and track emails from within InvestNext.

Integrate Your Email With InvestNext

Set-up a custom email domain for all transactional emails sent from your InvestNext portal.

Set up the Email Domain for your InvestNext Portal

Learn the basics to help you get up and running with the InvestNext platform

Getting Started

In this article we are going to cover some of the basic concepts of recording transactions in InvestNext

Transactions: a brief overview

In this article we outline some of the basic concepts within a project in InvestNext

Project: A Brief Overview

In this article we will provide a brief overview on investor statements

Statements: A Brief Overview

Basics

Create a custom design with text, images, and links

Company Website

Find answers and get help from Intercom Support and Community Experts

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